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Events Upgrade

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Step 1: Record Your Current Package Version Edit section

​Prior to upgrading, you'll need to find and record your currently installed version:

  1. Navigate to Setup > Installed Packages.
  2. Search for TargetX_Eventsb.
  3. Record the version number.
    • If your current version is 2511.4, you're using the most recent package and do not need to continue to Step 2. Instead, proceed to the Permission Scanner Upgrade.

Step 2: Install the Upgraded Package

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C. 

  1. Navigate to TargetX Recruitment Suite: Admin Group to select and obtain the upgraded package. 
  2. Choose "Install for Admins Only." 
    • Remember to update the appropriate Profiles and Permission Sets if additional security is required.

Step 3 - Complete Additional Configurations

After installing the upgraded package (i.e., the ending version), you must complete additional configuration steps to ensure all functionality is available. Use the following chart to complete the additional configurations. Identify your starting package and your ending package, then complete all configurations steps in between. For example, if your starting version is xxxx.1 and you're upgrading to xxxx.4, you'll need to complete all configuration steps for xxxx.2, xxxx.3, and xxxx.4.

Starting Version

This is the version you currently have installed, as Identified in Step 1.

Ending Version

This is the upgrade you are installing, as selected in Step 2.  

Configuration Steps by Release

These are the steps you need to complete, from the starting version to the ending version. For example, if your starting version is 2205.0 (May '22) and you're upgrading to 2208.6 (August '22), you'll need to complete the configuration steps for 2206.3 (June '22), 2207.0 (July '22), and 2208.6 (August '22). 
2410.3 2411.1 (November '24) No configuration steps.
2411.1 2412.2 (December '24) Item 1: Regenerate Permission Sets

Permission sets for Appointment/Interviews (Student-facing) should be regenerated to use the updated permissions:

  1. Navigate to the Permission Scanner tab.
  2. Select the Product/Feature = Appointment/Interviews (Student-facing) and Version = the version you are upgrading to. 
  3. Select the checkbox for Use @Future to generate Permission Set if you want to have the process run in the background. 
  4. Click the Generate Permission Set button.

For Student-facing profiles, you will need to manually add Read access to the Community Theme and User objects:

  1. Navigate to Setup and search for Profiles.
  2. Click the Profile for your Student-facing Appointment Users.
  3. Click Object Settings.
  4. Click the Community Theme object and click the Edit button.
  5. Under Object Permissions, choose Read.
  6. Under Field Permissions, assign Read Access to the following fields:
  • Appointments Desktop Header Logo
  • Appointments Mobile Header Logo
  • Appointments Sidebar Logo
  1. Click Object Settings.
  2. Click the Users object, click the Edit button.
  3. Under Field Permissions, assign Read Access to the following field:
  • Appointment Update Template
  1. Save your changes.
2412.2 2502.1 (February '25)

Item 1: Regenerate Permission Sets

A. Permission sets for Event Registration (Student-facing) should be regenerated to use the new object, Configuration Version, added for Form Versioning:

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (B).

  1. Navigate to the Permission Scanner tab.
  2. Select the Product/Feature = Event Registration (Student-facing) and Version = the version you are upgrading to (e.g. 2502.1). 
  3. Select the checkbox for Use @Future to generate Permission Set if you want to have the process run in the background. 
  4. Click the Generate Permission Set button.
  5. The updated permission sets will retain the currently assigned users. If needed, you can assign the Permission Sets to additional site users.

B. To manually apply these changes to customized permission sets: 

  1. Navigate to Setup and search for Sites.
  2. Click your Event site.
  3. Click the Public Access Settings button.
  4. Click the Assigned Users button.
  5. Select the Site User for this site.
  6. Under Permission Sets, select the Permission Set granting access to the Site User (e.g,  Event Registration (Student-facing)).
  7. Click Object Settings.
  8. Select the Configuration Version object and click Edit.
  9. Assign READ access to the Configuration Version object and ALL fields.
  10. Save your changes. 

C. For Student-facing profiles (where the user authenticates into a Community), you will need to manually add Read access to the Configuration Version object:

Note: You may have already applied these updates during the Base upgrade post configuration steps. 

  1. Navigate to Setup and search for Profiles.
  2. Click the Profile of your student-facing user (typically this is the Customer Community User (TargetX)).
  3. Click Object Settings.
  4. Select the Configuration Version object and click Edit.
  5. Assign READ access to the Configuration Version object and ALL fields.
  6. Save your changes. 

 Item 2: Upgrade Complete

  1. No further configuration is required.
2502.1 2505.0 (May '25) No configuration steps. 
2505.0 2511.4 (November '25) No configuration steps. You may proceed to the Permission Scanner Upgrade.

 

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